Why should I choose you to manage my investments?

[private]That is a good question and one that should be addressed. The short answer would be simply because I am going to help you to answer yes to the 20 must answer questions.  I am going to help you learn the warning signs that others may be gambling and speculating with your money.  I am going to coach you through a process to help you learn terms like style drift, overlap, turnover, correlation, and bid/ask spread.  I provide a sound investment philosophy with no speculation that is backed by many academics.  And finally I am going to take you through “The Effective Investor – How to build extraordinary wealth” seminar series.  This is a quarterly event I do with all my clients to get them to the point where they can answer yes to the 20 must answer questions.  There are a total of 50 seminars I will take you through. 

The long answer to that question is more of a hypothetical comparison.  For example, don’t all financial planners, financial consultants,  insurance agents, attorneys, accountants, and wealth managers all know exactly the same stuff?  Don’t all these people know everything about law, taxes, investments, insurance, business structure, partnerships, estate planning, etc.  I think you will agree that it would be impossible for one person to know everything about everything. 

Let me put it another way.  Would you go to a doctor who said he can work on your heart, eyes, nose, and ankles, give you prescriptions when you get sick, and help you with your back if it goes out?  Should it be any different with your money? 

So back to the original question, “Why should I choose you to manage my investments?” Or another variation of that question is “I already have a planner who does what you do, so why should I meet with you?”  What if there is just one little thing that could be changed that your current planner had never thought of.  What if this one little thing could give you an extra 1% return, or reduce your taxes in retirement by 10%, or give you more money tax-free, or find money you were spending unnecessarily?  Would it have been worth your time for a second opinion review?

I know that nobody has the monopoly on good ideas.  I have just picked out one area (investment portfolio management) and read everything I can on this subject.  I have networked with some of the greatest academic minds in the country.   I don’t claim to know it all, but I am sure I can improve your investment portfolio.   

I have met with many people.  I know from experience that when I meet with someone I can find ways to improve their investments.  They just have to be open to meeting and learning something new. 

I think the best way to answer this question would be to spend some time on my website and read through the frequently asked questions, read through the Portfolio Management Section about our process, approach, and our portfolios.  The next step would be to request a free copy of my Investor Awareness Guide and Top 7 Investor Traps CD.  You could even get my book, Turning Money into Wealth.  After going through this material, going through an investor inventory, you will see that what I provide is much more and much different than what you have ever seen before. 

Sincerely,
Mark Lund
The Investor Coach [/private]